Filed October 16, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,816 | $65,557+8.0% | $64,056+10.6% | $71,457-0.9% |
| Participation rate | 96.4% | 73.2%+23.3pp | 72.3%+24.1pp | 67.9%+28.5pp |
| Annual return | 19.37% | 18.94%+0.4pp | 33.69%-14.3pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,150 | $2,669+18.0% | $2,747+14.7% | $2,588+21.7% |
| Participant deferral / active EE | $4,912 | $3,626+35.5% | $3,880+26.6% | $4,289+14.5% |
| Admin fee / account holder | $103 | $616-83.3% | $3,068-96.6% | $1,587-93.5% |